+140.6%
CNP vs EVRG
+123.3%
+17.2%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | +2.5% | +1.0% | +1.5% | +1.7% |
| 30D | +4.0% | +7.5% | -3.4% | -1.6% |
| 3M | +1.6% | +6.8% | -5.2% | -3.4% |
| 6M | -1.7% | +7.7% | -9.4% | -7.1% |
| YTD | +8.6% | +24.9% | -16.2% | -8.5% |
| 1Y | +5.8% | +18.1% | -12.3% | -7.0% |
| 3Y | +63.0% | +101.9% | -38.9% | -5.7% |
| 5Y | +74.7% | +67.0% | +7.7% | +16.1% |
| All | +140.6% | +123.3% | +17.2% | +30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded EVRG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling